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Disclosery

Fiduciary Alliance LLC: IWF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Alliance LLC on IWF, newest first. How the timeline and the estimate are built.

Fiduciary Alliance LLC held 8,705 IWF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,705 shares
    Change vs previous 13F +3,872 shares

    0.07% of the 13F portfolio, value $1,080,927.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,833 shares
    Change vs previous 13F +134 shares

    0.14% of the 13F portfolio, value $2,266,475.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,699 shares
    Change vs previous 13F -77 shares

    0.15% of the 13F portfolio, value $2,224,159.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,776 shares
    Change vs previous 13F +671 shares

    0.15% of the 13F portfolio, value $2,237,227.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,105 shares
    Change vs previous 13F -505 shares

    0.13% of the 13F portfolio, value $1,742,864.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,610 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,664,800.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).